Annex Wealth Management

17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045

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Catch-Up Contributions | Value Investing | Plan For 1/2 A Couple? | How Is China An EM?

Each week, members of Annex Wealth Management's team answer your questions about wealth and the financial world. This week, Matt Morzy and Sarah Kyle answer questions on: 401k vs IRA Catch Up, Is Value Investing Back?, Plan For Just 1/2 A Couple, China - Emerging Market?, Annex Reviews 401ks

50th Episode Special with guest Gibson Smith of Smith Capital Investors

Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.

Fed May Pause But Employment Stays Strong

Earnings reported better-than-expected numbers and the jobs market also beat expectations. Will we experience the much-anticipated recession? Annex Wealth Management's Dave Spano and Derek Felske discuss.

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